As a seasoned freelance reporter, I comprehend the obstacles of managing jobs, tracking leads, and nurturing customer relationships. In this article, I will delve into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for novices hey guys welcome back in this video I will be showing you how to utilize Streak Integration Dynamics Crm for your consumer relations collaboration interaction and far more so let’s enter into it first of all you need to go to streak.com and you will arrive at this site right here now is a type of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly amazing and I’ll reveal you how to do that as a complete beginner it will assist you tailor a best process for your group and you will be able to get your work done now let’s in fact enter into the process now is offered as an extension and it’s completely totally free so when you get to the website you’ll get this alternative here which is add to Chrome and you’re.
going to pick this one now it will take you to Chrome dot google.com extensions and this is our extension here click add to Chrome click on ADD extension and your extension will be included okay it’s done and now it is contributing to Gmail and it will take me straight to my Gmail account so here we are inside our Gmail and now you can see at the top we have streak and it’s asking me to sign into my Google account so I’ll just check in make certain to sign.
into the same Gmail that you have actually included the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click on permit after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently viewed all tracked emails and updated reply and after that we have this brand-new option which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this resembles our brand-new dashboard for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go create a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have various choices first of all we have the stages so this is where you will select these phases for your pipeline and you can really we have a lead contacted pitched demonstration working out close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority industry offer size company size close rate email thread count days and state and notes so if you want to add another stage you will click on this Plus on top and you will offer your phase a name let’s say that you really wished to create another um you understand phase here for instance let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact select various colors for each of the stages but I believe all of these are in fact currently developed so this is in fact pretty remarkable what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demonstration are kind of like the same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s eliminate the demonstration here and then we have working out with negotiating I can opt for like in progress or something and now you can see these are my stages then I will scroll down to the fields here with each pipeline what are the different fields that you desire so you will click this plus here and we have free type a date check box drop down General e-mail e-mail tracking task calls and conferences so I do not see anything for the course and meetings here so I’m gon na go here and we have call log account last call log and more so I’m gon na go with this one here this is the field that was really missing and I’ll actually reorganize and put the notes here okay email thread count close date okay business’s size deal size and Business size alright let’s get rid of the company size and I’m gon na actually discover something else within the basic where we have actually produced by date developed followers and more so I really want to opt for the developed.
by or perhaps the followers because I wish to keep track of my team members that are really following this so I will you understand put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of choices offered within streak is in fact one of the most convenient and among the most uh you know versatile out there it’s very easy to use with templates we have jobs too within my job once again if I didn’t wish to opt for these sales if I finished with tasks then I can choose the task stages right here and again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can also offer it various different colors we also have business Dev here you can see then we have hiring so if you do employing then this is going to be your stages job search investor fundraising others real estate support and customized So within our support you can see we have inbound designated dealing with fixed and noise this is really respectable and we likewise have customized where I can really start something from the scratch absolutely according to my service for me we simply have the sales so I’m gon na go with the sales here and click on produce personal or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click on create now it will simply take a 2nd for a street to produce a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can in fact click on this drop down and we have manage phase or rename so as I proceed as I add various leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click the top here include a box so click ADD box here and I’m going to add a box in the lead area here and let’s just call it new and click on go into so now you can see we have one lead produced let’s state that there is really closed one so I’m going to include one here let’s just for now let’s call it new I’m going to add another lead let’s call it new two we can actually open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s say there was a contacted too there’s one negotiating so I’ll just merely click brand-new now when you develop a lead we can in fact click on this link and it will now open the various fields that we added so this is a new Elite that I produced and we have all of these different columns we have the fields that we produced keep in mind and after that we have welcome teammates so from here I can welcome the team members we have add columns we have e-mails files and comments you can switch to the emails and it will show you the e-mails that you got in files we can even submit files and after that we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
attachments so this is how you produce a lead within your when you’re made with this you can in fact click on get in and it will be closed now it will show you something like this we have all of our data gathered here and at the top we’re getting our account such as two leads one called and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh another thing with srix on top you will be able to see we have personal option we have these 3 dots where we can discover these phases Integrations and automation this is one of the important ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer data for notices for automations custom-made constructs and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they very quickly and develop our CSV files similarly now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can change to our simple Gmail extremely easily from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have created we will even have our merge e-mails now with our so this is the combine email and with combine email what occurs is I can actually develop a follow-up emails and various storage e-mails here and we have active instructs so utilizing is really simple you can get going for free by just including the integration and now you understand how to use as a total beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it associates with. As an independent journalist, I’ve dealt with various clients, managed multiple tasks concurrently, and preserved an extensive network of contacts. Juggling these duties can be frustrating, and I acknowledged the need for a central system to improve my operations.
In my mission for an option, I explored numerous platforms however found them to be either too complicated or too expensive for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it ideal for self-employed journalists who greatly rely on email interaction. Here are some crucial advantages of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
permits you to track and organize your emails easily, giving you a clear overview of your interactions with customers, leads, and partners.
You can create customizable pipelines straight within your inbox, making it easy to handle and keep track of the development of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales process from list building to job conclusion.
You can classify contacts, create customized stages, set tips, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Collaboration and Teamwork:.
assists in collaboration by allowing you to share pipelines and interact with team members within the platform.
You can appoint tasks, share crucial emails, and team up in real-time, improving performance and ensuring everyone remains on the exact same page.
‘s versatile workflow system allows you to tailor your pipelines and automate recurring tasks.
You can develop design templates for typical e-mail actions, schedule follow-ups, and set up pointers, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, uses benefits in regards to coding and software development. Here’s how:.
provides a robust API and extensive designer documentation, making it easy to incorporate with other tools and build customized options.
This flexibility permits independent journalists with coding abilities to extend the functionality of and tailor it to their particular needs.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software application development projects, from ideation to implementation.
You can develop custom stages for different development stages, assign jobs to staff member, and track development efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and user friendly features, reducing the learning curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collective features that enhance teamwork and interaction.
Developer-friendly API for integration and personalization.
Cost-effective solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for complete performance, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more cost effective service, especially for freelancers and small companies.
HubSpot has a totally free version, but advanced features require a higher-tier paid subscription.
Functions and Intricacy:.
offers a more extensive suite of features, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on email communication.
As a freelance reporter, managing your hiring process and client relationships is vital to your success. deals a instinctive and budget-friendly option that seamlessly integrates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a author, material, or editor developer, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.